Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DYNEX CAPITAL INCDX · Entity 4199 | Director | May 22, 2026 | May 26, 2026 |
| Macy's, Inc.M · Entity 3820 | Director | June 05, 2026 | June 08, 2026 |
| SCHWAB CHARLES CORPSCHW · Entity 1218 | CEO - CSIM | March 05, 2019 | March 06, 2019 |
| STATE STREET CORPSTT · Entity 242 | Director | May 20, 2026 | May 22, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
DYNEX CAPITAL INC
Report date May 22, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,826 |
Reported balance
After 2026-05-22 transaction · row 1
1 source rowRow 1 · 2026-05-22 · Grant · Acquired 11,400 · Balance 31,826 F1: Restricted stock units awarded under the Dynex Capital, Inc. 2025 Stock and Incentive Plan. The units will vest on the earlier of (i) May 22, 2027, or (ii) the date of the 2027 Annual Shareholder Meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units awarded under the Dynex Capital, Inc. 2025 Stock and Incentive Plan. The units will vest on the earlier of (i) May 22, 2027, or (ii) the date of the 2027 Annual Shareholder Meeting.
Macy's, Inc.
Report date June 05, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,348 |
Reported balance
After 2026-06-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 8,348 · Balance 8,348 F1: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock.
F2: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends.
SCHWAB CHARLES CORP
Report date March 05, 2019 · Filed March 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 40,341 |
Reported balance
After 2019-03-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-03-05 · Exercise / conversion · Acquired 22,564 · Balance 40,341 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 62,823 |
Reported balance
After 2019-03-05 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-03-05 · Exercise / conversion · Acquired 22,482 · Balance 62,823 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 40,341 |
Reported balance
After 2019-03-05 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2019-03-05 · Sale · Disposed 22,482 · Balance 40,341 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2018. F2: This transaction was executed in multiple trades at prices ranging from $45.22 to $45.75. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 17,777 |
Reported balance
After 2019-03-05 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2019-03-05 · Sale · Disposed 22,564 · Balance 17,777 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2018. F3: This transaction was executed in multiple trades at prices ranging from $45.23 to $45.75. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.17 · Expires 2025-03-02 | Direct | 0 |
Reported balance
After 2019-03-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-03-05 · Exercise / conversion · Disposed 22,564 · Balance 0 |
| Nonqualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $26.39 · Expires 2026-03-01 | Indirectby Trust | 22,483 |
Reported balance
After 2019-03-05 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-03-05 · Exercise / conversion · Disposed 22,482 · Balance 22,483 |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2018.
F2: This transaction was executed in multiple trades at prices ranging from $45.22 to $45.75. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F3: This transaction was executed in multiple trades at prices ranging from $45.23 to $45.75. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
STATE STREET CORP
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,853 |
Reported balance
After 2026-05-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,526 · Balance 15,853 F1: Payment of Director's annual stock award. F2: Includes Director's stock compensation dividend equivalents acquired through the date of this report. |
| Common StockSEC Table I · non-derivative | IndirectBy a Trust | 5,469 |
Reported balance
Holding disclosure · report date 2026-05-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,469 F3: By a trust. The reporting person continues to report beneficial ownership of STT common stock held by the trust but disclaims ownership except to the extent of her pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of Director's annual stock award.
F2: Includes Director's stock compensation dividend equivalents acquired through the date of this report.
F3: By a trust. The reporting person continues to report beneficial ownership of STT common stock held by the trust but disclaims ownership except to the extent of her pecuniary interest therein.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 02, 2015 Filed Nov 4, 2015 21:39 UTC | SCHWAB CHARLES CORP SCHW · Entity 1218 | Exercise / conversionCommon Stock | 3,778 | $30.98 | $117,023.55 |
DisclosureSEC source: 0001225208-15-020381 · doc4.xml · nonDerivative · entry 1 Chandoha Marie A · CIK 0001656828 · President - CSIM 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 17,018 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired on the vesting of restricted stock units. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.